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JPMorgan Chase
JPM

Overview Fund Activity

4,593 hedge funds and large institutions have $486B invested in JPMorgan Chase in 2025 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 1,841 increasing their positions, 2,102 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,593
Holders Change
-8
Holders Change %
-0.17%
% of All Funds
62.39%
Holding in Top 10
833
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+5.44%
% of All Funds
11.31%
New
206
Increased
1,841
Reduced
2,102
Closed
131
Calls
$7.15B
Puts
$8.45B
Net Calls
-$1.3B
Net Calls Change
+$1.05B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$994M
2
UBS Group
UBS Group
Switzerland
+$492M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$393M
4
BlackRock
BlackRock
New York
+$375M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$341M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.34B
2
Viking Global Investors
Viking Global Investors
Connecticut
-$1.3B
3
Capital International Investors
Capital International Investors
California
-$995M
4
Capital World Investors
Capital World Investors
California
-$906M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
3326
Griffith & Werner
Georgia
$900K -$12.3K -50 -1%
DPI
3327
Diversified Portfolios Inc
Michigan
$900K -$4.91K -20 -0.5%
NC
3328
North Capital
Utah
$899K +$899K +3,666 New
SWP
3329
Semus Wealth Partners
Florida
$899K – – –
TCM
3330
TruNorth Capital Management
Michigan
$898K +$698K +2,847 +351%
1W
3331
1776 Wealth
Georgia
$896K +$491 +2 +0.1%
NI
3332
NCP Inc
California
$893K – – –
EMAM
3333
Encompass More Asset Management
California
$893K +$121K +493 +16%
AC
3334
ASB Consultores
Florida
$893K -$1.02M -4,171 -53%
SIM
3335
SSI Investment Management
California
$893K -$491 -2 -0.1%
FWI
3336
Facet Wealth Inc
Maryland
$892K +$115K +455 +15%
VBA
3337
von Borstel & Associates
Oregon
$891K -$8.09K -33 -0.9%
MC
3338
McCarthy & Cox
Ohio
$891K -$25K -102 -3%
VCP
3339
Vista Capital Partners
Oregon
$889K +$53.7K +219 +6%
JF
3340
Joule Financial
Kentucky
$889K +$6.13K +25 +0.7%
GFWA
3341
Grey Fox Wealth Advisors
Delaware
$888K +$24.3K +99 +3%
FWA
3342
Flagship Wealth Advisors
Massachusetts
$886K – – –
GC
3343
GFG Capital
Florida
$883K -$41.9K -171 -5%
SI
3344
Stonekeep Investments
New Mexico
$881K +$4.17K +17 +0.5%
GCP
3345
GSA Capital Partners
United Kingdom
$879K -$1M -4,082 -53%
IWP
3346
Invenio Wealth Partners
Florida
$879K +$40K +163 +5%
MCM
3347
Magnolia Capital Management
New York
$877K – – –
TWM
3348
TCFG Wealth Management
California
$877K -$6.13K -25 -0.7%
CCP
3349
Carmel Capital Partners
California
$874K +$3.93K +16 +0.5%
AWS
3350
Arkfeld Wealth Strategies
Nebraska
$873K +$5.86K +25 +0.7%
132 133
134
135 136